Loan Partner Specialist

4 days ago


Santa Ana, California, United States ALT FINANCIAL NETWORK, INC. Full time
ALT FINANCIAL NETWORK, INC. is seeking a skilled Loan Partner to collaborate with our top-producing team. This role requires a unique blend of sales and customer service expertise, as well as the ability to manage loan files from start to finish. Effective communication is crucial for building relationships that drive future business. If you are detail-oriented, thorough, and committed to delivering exceptional customer service, we encourage you to apply.

Responsibilities:

* Coordinate and prepare documentation necessary for verifications and underwriting, including loan files, loan packages, credit reports, and additional mortgage application paperwork.

* Verify the accuracy of loan package documents and submit any discrepancies to the loan officer/loan originator.

* Serve as the primary point of contact and liaison between clients, branch manager, and assigned mortgage loan originator, conducting meetings to coordinate follow-up items.

* Respond to customer and in-house inquiries on transactions as needed to provide superior customer service.

* Screen and make calls, book appointments, and provide administrative support as required.

Qualifications:

* Strong understanding of loan financing options, including conventional loans, FHA, VA, adjustable/fixed, commercial loans, etc.

* NMLS license or training is not required, but is desired.

* Excellent customer service and communication skills, with a willingness to go above and beyond for customers and team.

* Proficiency in MS Office is required; CRM, MLS, DU, and proprietary mortgage software are preferred.

* A preferred degree in banking or finance, and a high school diploma or equivalent is required.

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